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Armbruster Capital Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Armbruster Capital Management’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-103
Closed -$9K – 255
2017
Q4 		$9K Hold
103
– – ﹤0.01% 203
2017
Q3 		$9K Hold
103
– – ﹤0.01% 199
2017
Q2 		$9K Hold
103
– – ﹤0.01% 219
2017
Q1 		$9K Buy
+103
New +$8.51K 0.01% 217

Other funds holding IWS

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Armbruster Capital Management's IWS Position: Q1 2018 in Review

Armbruster Capital Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2018, closing a stake of 103 shares — an estimated $9K sold.

Armbruster Capital Management first reported a position in IWS in Q1 2017 and held it in 4 quarters. The position peaked at $9K in Q4 2017. 501 funds tracked by Wall St. Rank hold IWS as of Q1 2018.

  • Armbruster Capital Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2018 after selling out during the quarter.
  • Armbruster Capital Management sold 103 iShares Russell Mid-Cap Value ETF shares in Q1 2018, an estimated $9K.
  • Armbruster Capital Management first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2017 and held it in 4 quarters.
  • Armbruster Capital Management's iShares Russell Mid-Cap Value ETF position peaked at $9K in Q4 2017.
  • 501 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2018.

Based on Armbruster Capital Management's 13F filing for Q1 2018, filed 18 Apr 2018.